Mike Rea

Pharmaceutical innovation geek. Author, Pharmaceutical Positioning. Post about clients sometimes. Founded IDEA Pharma. Created Pharmaceutical Innovation Index

[Mike Rea @ideapharma]

Pharma innovation matters more than ever. Yet we routinely sabotage it with the way we choose to run it...

https://t.co/3okG4sMI1p

[Jack O'Meara @Jack_O_Meara]

What's in a name?

"Parabolic escape, that aspirational notion of escape velocity, but also parabilis, which is a Latin word meaning pragmatic or attainable. I like reinforcing that concept of squeezing between aspiration and pragmatism."

Very well put.
https://t.co/gbDu72vH9p

[Mike Rea @ideapharma]

Kids "left to their own devices" used to mean:
Figure it out. Get creative. Be bored.

Now it means: Hand them a literal device - their phone.

Language didn’t change.
We did.

[Mike Rea @ideapharma]

Fingers are crossed - I don't think the underlying problem will be addressed... To be honest, the people who make the noise seem to be loving it! Restaurant design seems to encourage the 'buzz' of loudness (hard surfaces/ floors). There's an app, SoundPrint, which claims to map noise in venues, but it's so under-used that it's pointless...

[Mike Rea @ideapharma]

Does anyone know why Tesla cars have no solar panels built in? Given Elon’s passion for the technology, I’m surprised that there’s literally nothing…

[Dr. Paul Peter Tak @paulpetertak]

The recent publication of our phase 3 trial in The Lancet Oncology and the extended follow-up data presented during the Plenary Session "Practice-changing, Paradigm-shifting Clinical Trials in Urology" at AUA 2026 are important pieces of the same story.
In this new Beyond the Abstract article for UroToday, I explain how these datasets complement each other and what they may mean for patients with localized prostate cancer receiving radiotherapy with curative intent.
Science advances when individual findings come together into a coherent body of evidence. I hope you find the discussion useful.
Read more:
https://t.co/WwcfNbeWbK
@CandelTx

[Mike Rea @ideapharma]

Asymmetric Learning: What The Blog Has Been Trying To Say (All Along)
"If even one decision lands differently because something here shifted your prior, the whole exercise will have been worth it."
https://t.co/3okG4sMI1p

[Mike Rea @ideapharma]

The Data That Shows Asymmetric Learning Is Winning: Why Biotechs Now Bear the Clinical Trial Load
"the data make one thing clear - if you want to lead in discovery/ early development, you need to get comfortable carrying more of the exploration load yourself... Or get very good at partnering with those who do."
https://t.co/bBknme0Q41

[Samuel Hume @DrSamuelBHume]

Early biotech companies are running more clinical trials (phase 1, 2 and 3) than big pharma:

[Mike Rea @ideapharma]

I’ve bought 2 old cars since I last had a valid licence - in anticipation of getting my licence back, each time - 13.5 litres and 20 cylinders between them… 2 seizures in 22 months, badly timed, means it’s been a long time… It’s coming back in August - clearly can’t rely wholly on the meds: lifestyle adaptation has been/ will be key…

[Mike Rea @ideapharma]

Tokens in AI: A Perfect Case Study in Asymmetric Learning

"The AI race is not just about who trains the biggest model first. It is about who learns better from every token. Much like the standout launches I covered, execution through asymmetric learning turns promising positions into dominant ones..."

My journey through trying to understand what tokens even are...
https://t.co/xKKCDVeC15

[Mike Rea @ideapharma]

Standout Launches 2024–2025: Asymmetric learning beats first-mover advantage...
"The standout stories of 2024–2025 – and earlier journeys like Karuna’s and Intra‑Cellular’s – show that asymmetric learning is a repeatable competitive advantage"
https://t.co/NGv6mCzl1j

[Mike Rea @ideapharma]

Always fascinated when these forecasts are presented - they’re typically widely off… Not saying TDC are worse or better than average…

[*Walter Bloomberg @DeItaone]

$LLY - GLP-1 MARKET TO HIT $150 BILLION BY 2030

TD Cowen raised its global GLP-1 sales forecast to $150 billion by 2030, up from $139 billion, driven by stronger demand for diabetes and obesity treatments. The firm now expects 59 million patients on GLP-1 therapies by 2030. Oral weight-loss drugs are projected to capture 14% of sales, while Eli Lilly and Novo Nordisk are expected to remain dominant with market shares of 62% and 31%, respectively.

[Mike Rea @ideapharma]

Anyone know what 'Manus' AI is?

The tab doesn't work (doesn't open a single thing)... There's already an AI with Facebook: Meta...

It's also a terrible name - anything with those four letters in that order brings out my childish sense of humour...

[Mike Rea @ideapharma]

In today’s aspiration for myself, I’ve gone down this route - back when my French was 100x better, I tried this in the original French and didn’t make it through. I’m persuaded that a great way to relearn is this way - reading a simultaneous translation…

[Bjorn Lomborg @BjornLomborg]

Dementia risk down by two-thirds over past 40 years

— with no slowdown at the end of the 40-year period

So when you hear that the future will bring a tsunami of dementia because there will be many more old people, it ignores that each person will likely be less at-risk

(A bit like the 1970s worried about a tsunami of cancer, but age-adjusted death risks are down)

https://t.co/ol3ssEquR7, free: https://t.co/7EljJ1w0GV

Threads&refs:
https://t.co/sN7nO3vyZe

[Mike Rea @ideapharma]

@TheSimonEvansX I liked how @grok examined my question next to this of how the famously 'non-level' Newcastle United pitch affects outcomes...

[Mike Rea @ideapharma]

"A 2006-22 benchmarking study of 18 companies calculated an average Phase I Likelihood of Approval of 14.3% - well above the industry norm. Yet the asymmetry missed in the ‘average’ is telling: Amgen led at 22.8%, followed by Novo Nordisk (20.7%) and Eisai (18.4%). At the lower end sat AbbVie (~8.1%), Astellas (8.6%), and GSK (9.1%).

Amgen and GSK illustrate divergent approaches with instructive outcomes..."
https://t.co/KP6M2Qp9Go

[Mike Rea @ideapharma]

@bradloncar This might seem odd, but I’m still fascinated about the decision to stay away from Pfizer. Clearly the right decision, but decisions like that are hard: who was in the room? who wanted it and why? who had to be persuaded, and what swung it? Human decision? Data based?